Intrinsic Financial Design Group

08/31/2026

Coming soon: September's Thoughtful Third Thursday!!

Longer lifespans mean we could be facing 20+ years of retirement, or approximately 8,000 days. Retirement is no longer an end but a new, complex phase of life during which so much could happen. Getting started on the right foot can be crucial.

Join us and our co-host Hartford Funds to learn about how you can anticipate the challenges and opportunities this new phase might present.

Register Here: a28d51df-8f4c-472b-814d-4940b3e45fee@3f5d403d-ccae-48a1-82…" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/a28d51df-8f4c-472b-814d-4940b3e45fee@3f5d403d-ccae-48a1-82…

We cant wait to see you there!

08/19/2026

🎓 Don't forget, Tomorrow's the day for our Thoughtful Third Thursday Webinar!
There's still time to join us for our webinar on 529 College Savings Plans and learn how these valuable savings tools can help support your children's and grandchildren's future education goals.

When: Tomorrow! August 20th
When: 12-1 PM
Where: Wherever you are!

Register today: https://teams.microsoft.com/meet/279323358227672?p=A8fk0nHyA82kw3TAMO

We look forward to seeing you there!

08/13/2026

We came ✓, we packed ✓, we made an impact!✓ 🙌

Another great volunteer day at the Weld Food Bank with 361 senior boxes packed for local seniors. 💪💪 So proud to be helping make a difference one box at a time📦

Join us next month on Thursday September 10th from 9-11 AM!

08/13/2026

Back-to-school season is a great time to think beyond this school year and start planning for the future. 📖

Don't forget to join us for our upcoming webinar on 529 College Savings Plans, where we'll discuss how these powerful savings options can help you invest in your children's and grandchildren's future education expenses.

The steps you take today can make a meaningful impact on future opportunities for the next generation.

Reserve your spot and join us!
https://teams.microsoft.com/meet/279323358227672?p=A8fk0nHyA82kw3TAMO

🎓 We look forward to seeing you there!

08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/10/2026

Another month, another opportunity to give back! 🙌

We are rolling up our sleeves as our monthly volunteer day is just around the corner! We hope you will join us this month on Thursday, August 13th from 9-11 AM at the Weld Food Bank. 💙

We're grateful for the chance to make a positive impact and proud to show up and serve with purpose.
Whether you're a regular volunteer or joining for the first time, every helping hand makes a difference.

👉 Sign up now on our website:
https://www.intrinsicfdg.com/events/august-2026-food-bank-volunteering
👉 Register with the Food Bank: https://weldfoodbank.volunteerhub.com/vv2/lp/FinancialDesignGroup

08/01/2026

As everyone heads back to school this fall, we thought we would too!

August's webinar will explore the fundamentals of 529 college savings plans and how they can help families prepare for future education expenses.

Our co-host John Draths, from Nuveen, will give an overview of the Colorado 529 plan—Scholar’s Choice—including its key features and benefits. We will also walk through 529 investment options, strategies to optimize your savings plan, and how to use your 529 account for qualified education expenses.

We hope to see you there!

07/29/2026

Here's a big shout out to all our clients who joined us for the 2026 Annual Client Appreciation BBQ last night! 🔥🍔🌭 It was a great night filled with lots of fun and great memories. It was so great to see so many of the wonderful faces that make us love what we do! 💙

07/27/2026

TOMORROW IS THE DAY and our Client Appreciation BBQ is here!

We’re firing up the grill, stacking the coolers, tuning the speakers, and putting the finishing touches on all the fun.

Get ready for:
🍔 Delicious food
🎈 Balloon animals
🎶 Live music
😄 Tons fun with great people

We can’t wait to celebrate YOU — the reason we love what we do.
See you tomorrow! ❤️🔥

07/21/2026

Come hungry, leave happy!

We’re fired up to see you at our Annual Client Appreciation BBQ next week on Tuesday July 28th 2026!

Bring your friends and loved ones for delicious food, great music and fun times! We can’t wait to see you there!